Civic Intelligence

Wesleyan Village

990 • Fiscal year 2015 • EIN 34-0714611

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization ProfileWWW.VILLAGELIVING.ORG

View Organization Page

807 West AvenueElyria, OH 44035

(440) 284-9000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.05x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

1.49x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$237,820

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

3rd percentile

-22%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

1.2%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$27,280,740

Down $7,633,715 (-22%) from 2014

Net Assets

Down

-$1,467,523

Down $2,345,734 (-267%) from 2014

Liabilities

Down

$28,748,263

Down $5,287,981 (-16%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin11th percentile

Revenue

Up

$19,350,396

Up $235,221 (+1.2%) from 2014

Expenses

Down

$21,969,797

Down $593,327 (-2.6%) from 2014

Net Income

Up

-$2,619,401

Up $828,548 (+24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0-$20MAssets 2010: $35,334,630Liabilities 2010: $29,343,641Net Assets 2010: $5,990,9892010Assets 2011: $32,702,748Liabilities 2011: $26,310,510Net Assets 2011: $6,392,2382011Assets 2012: $38,060,289Liabilities 2012: $31,761,916Net Assets 2012: $6,298,3732012Assets 2013: $34,739,745Liabilities 2013: $30,752,139Net Assets 2013: $3,987,6162013Assets 2014: $34,914,455Liabilities 2014: $34,036,244Net Assets 2014: $878,2112014Assets 2015: $27,280,740Liabilities 2015: $28,748,263Net Assets 2015: -$1,467,5232015Assets 2016: $39,599,189Liabilities 2016: $39,732,989Net Assets 2016: -$133,8002016Assets 2017: $33,831,152Liabilities 2017: $40,257,297Net Assets 2017: -$6,426,1452017

Highlighted filing

2015

Assets$27,280,740
Liabilities$28,748,263
Net Assets-$1,467,523
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $21,491,2092010Expenses 2011: $20,506,3542011Expenses 2012: $21,294,4912012Revenue 2013: $21,273,381Expenses 2013: $22,070,162Net Income 2013: -$796,7812013Revenue 2014: $19,115,175Expenses 2014: $22,563,124Net Income 2014: -$3,447,9492014Revenue 2015: $19,350,396Expenses 2015: $21,969,797Net Income 2015: -$2,619,4012015Revenue 2016: $20,024,750Expenses 2016: $21,938,771Net Income 2016: -$1,914,0212016Revenue 2017: $21,219,720Expenses 2017: $23,483,259Net Income 2017: -$2,263,5392017

Highlighted filing

2015

Revenue$19,350,396
Expenses$21,969,797
Net Income-$2,619,401
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$24,838,316
Mission and Program Overview

Mission

To provide an environment for older adults to experience the fullness of life, encouraging them to age successfully by growing socially, intellectually, physically, and spiritually with the care and support of a christian community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,551,863$16,716,048▼ $1,835,815
Savings and Temporary Cash Investments$8,259,356$3,602,395▼ $4,656,961
Accounts Receivable$1,510,396$1,109,579▼ $400,817
Cash and Non-Interest-Bearing Accounts$338,463$850,530▲ $512,067
Investments in Publicly Traded Securities$410,823$510,591▲ $99,768
Prepaid Expenses and Deferred Charges$433,635$418,680▼ $14,955
Inventories for Sale or Use$150,950$135,004▼ $15,946
Pledges and Grants Receivable$5,340$3,464▼ $1,876
Other Notes and Loans Receivable, Net$1,349$1,265▼ $84
Total Assets$34,914,455$27,280,740▼ $7,633,715
Other Assets Total$5,252,280$3,933,184▼ $1,319,096
Liabilities
Tax Exempt Bond Liabilities$22,210,650$21,623,525▼ $587,125
Other Liabilities$8,067,419$4,201,588▼ $3,865,831
Accounts Payable and Accrued Expenses$3,182,735$2,439,618▼ $743,117
Deferred Revenue$570,260$483,532▼ $86,728
Mortgage Notes Payable Secured by Investment Property$5,180--
Total Liabilities$34,036,244$28,748,263▼ $5,287,981
Net Assets / Fund Balance
Temporarily Rstr Net Assets$28,246$29,963▲ $1,717
Unrestricted Net Assets$849,965$-1,497,486▼ $2,347,451
Total Net Assets Fund Balance$878,211$-1,467,523▼ $2,345,734
Total Liabilities and Net Assets / Fund Balance$34,914,455$27,280,740▼ $7,633,715

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,616,511$34,908,320$47,506,693
Equipment$1,194,216$7,628,389$8,822,605
Land$2,905,321-$2,884,238
Other Assets Org$3,933,184--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Michael RoganPresident/ce$237,820$237,820
Michael RoganPresident/CEO$237,820$237,820
Debra CihlaPresident/ce$140,725$140,725
Diane ColettiVP - Finance$105,679$105,679
Neil BrightCOO$101,594$101,594

Board Members and Trustees

NameTitle
Chuck BaumgartnerChairman
Russell MartinVice Chairma
Barry HubbardDirector
Bill BrownDirector
David BlankDirector
Delaine McgheeDirector
Douglas McdonaldDirector
Ed CrabtreeDirector
Gary GeorgeDirector
Hugh KnappDirector
Jerry PeifferDirector
Jon MajkutDirector
Mary Jane MattsDirector
Tom PoeDirector
Maggie JacksonSecretary
Bruce StevensTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Encore Rehabilitation ServicesTherapy Svcs5000 ROCKSIDE ROAD, Cleveland, OH 44131$986,363
Morrison Management SpecialistsFood Svc/supp5801 PEACHTREE DUNWOODY ROAD, Atlanta, GA 30342$684,621
Skilled Care PharmacyPharmacy6175 HI TEK CT, Mason, OH 45040$444,361
Fedeli GroupIns/consulting5005 ROCKSIDE ROAD, Independence, OH 44131$324,510
Berkeley Research Group LLCConsulting2200 POWELL STREET, Emeryville, CA 94608$134,422
Revenue and Support

Revenue Composition

Contributions and Grants
$3,652
Program Service Revenue
$19,424,320
Investment Income
$-430,352
Other Revenue
$352,776
All Other Contributions
$3,652
Change in Net Assets
$-2,619,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,372,679
Other Expenses$10,597,118
Total Fundraising Expense$23,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,167,319$1,276,135-$9,443,454
All Other Expenses$2,206,957$839,027$23,175$3,069,159
Depreciation Depletion$1,816,578--$1,816,578
Other Employee Benefits-$1,193,795-$1,193,795
Interest$1,089,092$40,433-$1,129,525
Payroll Taxes$627,660$107,770-$735,430
Other Expenses$529,172$58,423-$587,595
Office Expenses$2,162$115,852-$118,014
Fees for Services Legal-$113,938-$113,938
Fees for Services Accounting-$70,136-$70,136
Conferences and Meetings$21,256$10,962-$32,218
Travel$13,098$4,089-$17,187
Total Functional Expenses$18,087,012$3,859,610$23,175$21,969,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Entrance Fees$2,448,879
Gift Annuities$701,797
Interest Rate Swap Liability$682,027
Lease Obligations$298,427
Accrued Interest$65,278
Other Current Portion$5,180
Promissory Note - Huntington-
Estimated 3rd Party Settlements-

Bond Issues

BondIssuerIssuedIssue PricePurpose
A2013 Bonds2013-06-01--

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A--$23,273,815$460,441

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is sent to all board members before the due date of the 990 which provides them the opportunity to comment and review.”

Form 990, Page 6, Part VI, Line 12C

“Annually required to sign”

Form 990, Page 6, Part VI, Line 15A

“This is done at the wesleyan senior living board as a committee of the whole, based upon input from all subsidiary board members.”

Form 990, Page 6, Part VI, Line 15B

“This is done at the wesleyan senior living board as a committee of the whole, based upon input from all subsidiary board members.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Wesleyan Village
EIN
34-0714611
Phone
4402849000
Address
807 WEST AVENUE, ELYRIA, OH 44035

Signing Officer

Name
Diane Coletti
Title
VP - Finance
Phone
4402849000
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Baumgartner
Formed
1900
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
565
Volunteers
189

Preparer

Firm
MAJKUT-JESKO CPA'S
Address
1288 N ABBE RD STE B, ELYRIA, OH 44035-1649
Preparer
Michael V Meecha CPA
Phone
4403650204
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide an environment for older adults to experience the fullness of life, encouraging them to age successfully by growing socially, intellectually, physically, and spiritually with the care and support of a christian community.”

Form 990, Part IX, Line 24E

“Purchased services 463,570 92,556 0 physical therapy 477,725 0 0 occupational therapy 375,523 0 0 real estate taxes 334,895 0 0 consulting fees 20,313 241,579 0 administrative insurance 0 256,682 0 licenses & fees 22,429 83,870 23,175 bad debt 120,799 0 0 speech therapy 102,758 0 0 (g)/l on int rate swap 93,922 0 0 dues & subscriptions 1,980 57,295 0 telephone 59 52,636 0 hazardous waste removal 51,789 0 0 laboratory services 51,336 0 0 meal expenses 30,001 15,156 0 trash removal 38,035 0 0 radiology services 27,318 0 0 associate events/recog 8,152 14,471 0 program expense 8,132 8,762 0 bank fees 0 15,318 0 ambulance expense 8,606 0 0 medical director fees 8,300 0 0 transportation 4,297 0 0 miscellaneous expense 1,400 407 0 income taxes (ubi) 541 0 0 other taxes 32 295 0 interdepartmental charges -44,955 0 0”

Form 990, Part XI, Line 9

“Change due to intercompany allocations 273,667 total 273,667”

Raw XML AppendixShowing 400 of 695 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,280,740
Liabilities
$28,748,263
Net assets
-$1,467,523
Revenue
$19,350,396
Expenses
$21,969,797
Net income
-$2,619,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$33.8$40.3$6.43$21.2$23.5$2.26
2016Detailed filing. Detailed filing data is available for this year.$39.6$39.7$0.13$20.0$21.9$1.91
2015Detailed filing. Detailed filing data is available for this year.$27.3$28.7$1.47$19.4$22.0$2.62
2014Detailed filing. Detailed filing data is available for this year.$34.9$34.0$0.88$19.1$22.6$3.45
2013Detailed filing. Detailed filing data is available for this year.$34.7$30.8$3.99$21.3$22.1$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$31.8$6.30$21.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$26.3$6.39$20.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$29.3$5.99$21.5